Core Insights - H World Group (HTHT) reported quarterly earnings of $0.67 per share, exceeding the Zacks Consensus Estimate of $0.64 per share, and showing an increase from $0.61 per share a year ago, resulting in an earnings surprise of +4.69% [1] - The company generated revenues of $978 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.50% and up from $918 million year-over-year [2] - H World Group's shares have increased approximately 32.6% year-to-date, outperforming the S&P 500's gain of 14.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.34 on revenues of $887.93 million, while for the current fiscal year, the estimate is $2.03 on revenues of $3.49 billion [7] - The estimate revisions trend for H World Group was favorable prior to the earnings release, leading to a Zacks Rank 1 (Strong Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Hotels and Motels industry, to which H World Group belongs, is currently ranked in the bottom 25% of over 250 Zacks industries, which may impact stock performance [8]

Core Insights - Venu Holding Corporation reported a quarterly loss of $0.15 per share, better than the Zacks Consensus Estimate of a loss of $0.21, but worse than a loss of $0.13 per share a year ago, indicating an earnings surprise of +28.57% [1] - The company generated revenues of $5.39 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 42.1% and down from $5.45 million year-over-year [2] - The stock has increased by approximately 24.4% since the beginning of the year, outperforming the S&P 500's gain of 14.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.24 on revenues of $6.7 million, and for the current fiscal year, it is -$1.23 on revenues of $24 million [7] - The estimate revisions trend for Venu Holding Corporation was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market [6] Industry Context - The Hotels and Motels industry, to which Venu Holding Corporation belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Another company in the same industry, H World Group, is expected to report quarterly earnings of $0.64 per share, reflecting a year-over-year change of +4.9%, with revenues projected at $944.94 million, up 2.9% from the previous year [9][10]

Core Insights - Marriott International, Inc. (MAR) is experiencing strong growth momentum and expanding its portfolio of branded residential projects across Europe, the Middle East, and Africa (EMEA) [2][3] Expansion and Development - Marriott is rapidly expanding in the EMEA region, currently operating in 18 countries and territories, with 33 branded residential projects open and over 50 more planned [3][10] - The company's portfolio has increased by 23% in Europe and 59% in the Middle East and Africa since late 2023, indicating strong demand for luxury branded homes [3] - In 2025, Marriott secured nearly 20 branded residential agreements in the EMEA region, with significant projects like The Residences at the Dubai Beach EDITION [5][10] Financial Performance - As of the end of Q3 2025, Marriott's global portfolio of rooms increased by 4.7% year over year, reaching over 1.75 million rooms across more than 9,700 properties [7] - The development pipeline reached a record high of over 596,000 rooms, with more than 250,000 currently under construction [7] - Global RevPAR increased by 0.5% year over year, with EMEA leading at a growth of 2.5% driven by higher average daily rates and improved occupancy levels [8][10] Market Position - Shares of MAR gained 4.7% year-to-date, outperforming the Zacks Hotels and Motels industry's 7.8% decline, supported by strong leisure demand and solid global booking trends [11] - The integration of digital capabilities with exceptional hospitality service allows Marriott to command premium room rates in a competitive lodging industry [6]

Group 1 - H World Group (HTHT) has shown strong year-to-date performance, returning 24.3%, significantly outperforming the average gain of 1.8% in the Consumer Discretionary sector [4] - The Zacks Rank for H World Group is 1 (Strong Buy), indicating a positive outlook based on earnings estimates and revisions [3] - Over the past three months, the Zacks Consensus Estimate for HTHT's full-year earnings has increased by 9%, reflecting improved analyst sentiment [4] Group 2 - H World Group is part of the Hotels and Motels industry, which has an average loss of 8.6% this year, highlighting HTHT's superior performance within its industry [6] - The Hotels and Motels industry is ranked 185 in the Zacks Industry Rank, indicating a relatively low position compared to other sectors [6] - In contrast, Topgolf Callaway Brands (MODG), another outperforming stock in the Consumer Discretionary sector, has returned 34.9% this year and belongs to the Leisure and Recreation Products industry, which is ranked 76 [5][6]

Core Insights - Soho House & Co reported a quarterly loss of $0.1 per share, missing the Zacks Consensus Estimate of $0.02, compared to break-even earnings per share a year ago [1] - The company posted revenues of $370.75 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 4.50% and showing an increase from $333.37 million year-over-year [3] - The stock has gained approximately 19.3% since the beginning of the year, outperforming the S&P 500's gain of 14.3% [4] Earnings Performance - The quarterly report represents an earnings surprise of -600.00%, with the company previously expected to post a loss of $0.08 per share but instead reporting a loss of $0.1 [2] - Over the last four quarters, Soho House has surpassed consensus EPS estimates two times [2] Future Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.02 on revenues of $352.8 million, and for the current fiscal year, it is $0.17 on revenues of $1.32 billion [8] - The estimate revisions trend for Soho House was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [7] Industry Context - The Hotels and Motels industry, to which Soho House belongs, is currently ranked in the bottom 14% of over 250 Zacks industries, suggesting potential challenges ahead [9] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [6]

Core Insights - Hyatt Hotels reported a quarterly loss of $0.3 per share, significantly missing the Zacks Consensus Estimate of $0.49, and down from earnings of $0.94 per share a year ago, representing an earnings surprise of -161.22% [1] - The company posted revenues of $1.79 billion for the quarter ended September 2025, which was 2.54% below the Zacks Consensus Estimate, but an increase from $1.63 billion year-over-year [2] - Hyatt Hotels shares have declined approximately 12.1% year-to-date, contrasting with the S&P 500's gain of 15.6% [3] Financial Performance - Over the last four quarters, Hyatt has surpassed consensus EPS estimates two times and topped consensus revenue estimates twice [2] - The current consensus EPS estimate for the upcoming quarter is $0.63 on revenues of $1.76 billion, and for the current fiscal year, it is $2.15 on revenues of $7.12 billion [7] Market Outlook - The sustainability of Hyatt's stock price movement will largely depend on management's commentary during the earnings call [3] - The Zacks Rank for Hyatt Hotels is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] - The Hotels and Motels industry is currently ranked in the bottom 22% of over 250 Zacks industries, suggesting potential challenges ahead [8]

分组1 - Choice Hotels reported quarterly earnings of $2.1 per share, missing the Zacks Consensus Estimate of $2.18 per share, and down from $2.23 per share a year ago, representing an earnings surprise of -3.67% [1] - The company posted revenues of $447.34 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.20%, compared to year-ago revenues of $427.96 million [2] - Over the last four quarters, Choice Hotels has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] 分组2 - Choice Hotels shares have lost about 35.6% since the beginning of the year, while the S&P 500 has gained 15.1% [3] - The current consensus EPS estimate for the coming quarter is $1.57 on revenues of $370.44 million, and for the current fiscal year, it is $7.00 on revenues of $1.55 billion [7] - The Zacks Industry Rank for Hotels and Motels is currently in the bottom 21% of over 250 Zacks industries, indicating potential underperformance compared to the top 50% of ranked industries [8]

Marriott International (MAR) came out with quarterly earnings of $2.47 per share, beating the Zacks Consensus Estimate of $2.41 per share. This compares to earnings of $2.26 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.49%. A quarter ago, it was expected that this hotel company would post earnings of $2.64 per share when it actually produced earnings of $2.65, delivering a surprise of +0.38%.Over the last four quarters, ...

分组1 - Civeo reported a quarterly loss of $0.04 per share, missing the Zacks Consensus Estimate of $0.20, representing an earnings surprise of -120.00% [1] - The company posted revenues of $170.49 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 2.43% and down from $176.34 million a year ago [2] - Civeo has not surpassed consensus revenue estimates over the last four quarters, and has only beaten EPS estimates once during the same period [2] 分组2 - The stock's immediate price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - Civeo shares have increased by about 0.2% since the beginning of the year, underperforming compared to the S&P 500's gain of 16% [3] - The current consensus EPS estimate for the coming quarter is -$0.07 on revenues of $164.77 million, and -$0.71 on revenues of $646.25 million for the current fiscal year [7] 分组3 - The Hotels and Motels industry, to which Civeo belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor decisions [5] - The current Zacks Rank for Civeo is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Hyatt Hotels despite higher revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - Hyatt Hotels is expected to report quarterly earnings of $0.49 per share, reflecting a year-over-year decrease of 47.9% [3]. - Revenue projections stand at $1.83 billion, indicating a 12.5% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 16.03% over the last 30 days, indicating a bearish sentiment among analysts [4]. - The Most Accurate Estimate for Hyatt Hotels is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -18.92% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from consensus estimates, with a strong predictive power for positive readings [9][10]. - Hyatt Hotels currently holds a Zacks Rank of 4, complicating predictions for an earnings beat [12]. Historical Performance - In the last reported quarter, Hyatt Hotels exceeded expectations with earnings of $0.68 per share against an estimate of $0.66, achieving a surprise of +3.03% [13]. - Over the past four quarters, the company has surpassed consensus EPS estimates three times [14]. Industry Comparison - Choice Hotels, another player in the Zacks Hotels and Motels industry, is expected to report earnings of $2.19 per share, reflecting a year-over-year decline of 1.8% [18]. - Choice Hotels has a higher Most Accurate Estimate leading to a positive Earnings ESP of +0.31%, combined with a Zacks Rank of 3, indicating a likelihood of beating consensus EPS estimates [19][20].